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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,176 | $100,060+19.1% | $149,721-20.4% | $70,126+69.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.12% | 27.46%-6.3pp | 1501.67%-1480.6pp | 73.15%-52.0pp |
| Employer contribution / active EE | $4,649 | $3,661+27.0% | $5,444-14.6% | $2,343+98.5% |
| Participant deferral / active EE | $3,860 | $4,982-22.5% | $6,568-41.2% | $3,332+15.9% |
| Admin fee / account holder | $5,537 | $8,285-33.2% | $11,282-50.9% | $4,645+19.2% |